Current John Armitage Portfolio 2021 (September 30, 2021)
Below is the latest current John Armitage portfolio in 2021. This is a breakdown of his Egerton Capital portfolio positions from his fund’s 13F filings as of the third quarter in 2021.
| No. | Name | Value | % of total portfolio | Shares | Price per share* |
| 1 | ALPHABET INC | 2,276,913,000 | 10.82% | 854,277 | 2665.31 |
| 2 | CANADIAN PAC RY LTD | 1,870,961,000 | 8.89% | 28,753,046 | 65.07 |
| 3 | CHARTER COMMUNICATIONS INC N | 1,528,358,000 | 7.26% | 2,100,663 | 727.56 |
| 4 | MICROSOFT CORP | 1,135,663,000 | 5.40% | 4,028,315 | 281.92 |
| 5 | VISA INC | 1,125,033,000 | 5.35% | 5,050,651 | 222.75 |
| 6 | LINDE PLC | 1,052,110,000 | 5.00% | 3,586,167 | 293.38 |
| 7 | SCHWAB CHARLES CORP | 1,039,011,000 | 4.94% | 14,264,290 | 72.84 |
| 8 | CSX CORP | 989,311,000 | 4.70% | 33,265,341 | 29.74 |
| 9 | CANADIAN NATL RY CO | 916,455,000 | 4.36% | 7,924,388 | 115.65 |
| 10 | COMCAST CORP NEW | 910,251,000 | 4.33% | 16,274,833 | 55.93 |
| 11 | BATH & BODY WORKS INC | 889,125,000 | 4.23% | 14,106,376 | 63.03 |
| 12 | UNITEDHEALTH GROUP INC | 809,174,000 | 3.85% | 2,070,875 | 390.74 |
| 13 | FACEBOOK INC | 739,768,000 | 3.52% | 2,179,698 | 339.39 |
| 14 | D R HORTON INC | 722,138,000 | 3.43% | 8,599,952 | 83.97 |
| 15 | ANALOG DEVICES INC | 533,081,000 | 2.53% | 3,182,952 | 167.48 |
| 16 | AMAZON COM INC | 444,778,000 | 2.11% | 135,395 | 3285.04 |
| 17 | KKR & CO INC | 439,437,000 | 2.09% | 7,218,087 | 60.88 |
| 18 | SHOPIFY INC | 437,353,000 | 2.08% | 322,584 | 1355.78 |
| 19 | NETFLIX INC | 410,856,000 | 1.95% | 673,160 | 610.34 |
| 20 | PAYPAL HLDGS INC | 384,715,000 | 1.83% | 1,478,478 | 260.21 |
| 21 | PVH CORPORATION | 259,733,000 | 1.23% | 2,526,834 | 102.79 |
| 22 | MASTERCARD INCORPORATED | 243,049,000 | 1.16% | 699,060 | 347.68 |
| 23 | YANDEX N V | 228,831,000 | 1.09% | 2,871,515 | 79.69 |
| 24 | FIRST CTZNS BANCSHARES INC N | 228,712,000 | 1.09% | 271,253 | 843.17 |
| 25 | VICTORIAS SECRET AND CO | 217,552,000 | 1.03% | 3,936,878 | 55.26 |
| 26 | SEA LTD | 203,763,000 | 0.97% | 639,298 | 318.73 |
| 27 | CIT GROUP INC | 194,053,000 | 0.92% | 3,735,375 | 51.95 |
| 28 | T-MOBILE US INC | 162,778,000 | 0.77% | 1,274,093 | 127.76 |
| 29 | INTERNATIONAL FLAVORS&FRAGRA | 113,916,000 | 0.54% | 851,901 | 133.72 |
| 30 | BLACKSTONE MTG TR INC | 111,185,000 | 0.53% | 3,667,063 | 30.32 |
| 31 | SQUARE INC | 110,750,000 | 0.53% | 461,768 | 239.84 |
| 32 | RH CORP | 110,173,000 | 0.52% | 165,199 | 666.91 |
| 33 | VULCAN MATLS CO | 109,624,000 | 0.52% | 648,048 | 169.16 |
| 34 | HERBALIFE NUTRITION LTD | 94,257,000 | 0.45% | 2,224,084 | 42.38 |
*Price per share is the stock price on the date of the portfolio.